Polaris Wealth Advisory Group’s iShares MBS ETF MBB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $7.44M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $39.3M | Buy |
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|
2022
Q1 | $38.3M | Buy |
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|
2021
Q4 | $766K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $46.2M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $5.29M | Sell |
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|
2020
Q2 | $7.44M | Sell |
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|
2020
Q1 | $31.5M | Buy |
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|
2019
Q4 | $27.4M | Buy |
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|
2019
Q3 | $27.2M | Buy |
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|
2019
Q2 | $23.5M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $7K | Hold |
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|
2018
Q1 | $7K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $13.6M | Sell |
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|
2015
Q3 | $14.7M | Sell |
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|
2015
Q2 | $15.4M | Sell |
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|
2015
Q1 | $16.2M | Sell |
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|
2014
Q4 | $17M | Sell |
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|
2014
Q3 | $17.1M | Sell |
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|
2014
Q2 | $17.4M | Buy |
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